GE Vernova, US36828A1016

GE Vernova stock trades at EUR 846.70 as analysts diverge

Published on 09/30/2026 at 16:28 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GE Vernova stock carries a USD 1,185 Jefferies target after Q2 revenue rose 22 percent to USD 11.1 billion. Mizuho kept a USD 949 target on September 30, 2026.

Luftaufnahme eines Offshore-Windparks von GE Vernova bei Sonnenuntergang mit Übertragungsmasten
GE Vernova US36268G1022 betreibt große Offshore Windparks und Hochspannungsnetze an globalen Küstenstandorten, Illustration mit AI erstellt.

GE Vernova (ISIN US36828A1016) was trading at EUR 846.70 at Lang & Schwarz on September 30, 2026, down 0.22 percent versus the prior close of EUR 848.60. The market is balancing a stronger operating outlook against sharply different analyst views on valuation and execution.

Q2 orders reset the growth case

GE Vernova's second-quarter 2026 revenue rose 22 percent year over year to USD 11.1 billion, while organic orders climbed 88 percent to USD 24.2 billion, according to Yahoo Finance on September 22, 2026.

The backlog increased USD 13 billion sequentially to USD 176 billion. Management also raised full-year 2026 revenue guidance to USD 45.5 billion-USD 46.5 billion from USD 44.5 billion-USD 45.5 billion, while free cash flow guidance rose to USD 11.5 billion-USD 12.5 billion from USD 6.5 billion-USD 7.5 billion, the same report said.

Targets split over valuation

Jefferies raised its GE Vernova target to USD 1,185 from USD 1,155 on September 11, 2026, while keeping a Buy rating, according to Investing.com. The firm linked its revision to higher run-rate pricing and activity in gas services.

Mizuho took the opposite stance on September 30, 2026, reiterating a Neutral rating and a USD 949 target, according to Investing.com. Mizuho expects 2026 revenue above USD 46 billion but reduced its adjusted EBITDA estimate to USD 6.5 billion from USD 6.7 billion.

Next report arrives October 28

GE Vernova's next earnings report is scheduled for October 28, 2026, with the reporting period listed as the third quarter of 2026 by TradingView. That date gives investors the next test of whether order growth is converting into revenue and margin expansion.

GE Vernova stock trades lower intraday

At Lang & Schwarz, GE Vernova stock was trading at EUR 846.70 on September 30, 2026, at 4:12 p.m. CEST, down 0.22 percent versus the prior close of EUR 848.60. The NYSE listing had a 52-week range of USD 530.16 to USD 1,195.94 and a market capitalization of USD 254.2 billion on September 30, 2026.

GE Vernova stock facts

  • Company: GE Vernova Inc.
  • ISIN: US36828A1016
  • Ticker: GEV
  • Primary exchange: NYSE
  • Price Lang & Schwarz (as of September 30, 2026, 4:12 p.m. CEST): EUR 846.70
  • Change versus prior close: minus 0.22 percent
  • Prior close Lang & Schwarz (September 29, 2026): EUR 848.60
  • Market capitalization: USD 254.2 billion (as of September 30, 2026)
  • 52-week range: USD 530.16-USD 1,195.94 (as of September 30, 2026)
  • Sector / Industry: Industrials / Industrial Machinery

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